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How do I delete or stop a recurring schedule?

Describes how to remove or stop a recurring schedule from continuing.

You will need the Full Write Contributions permission at the recurring gift's campuses to perform this action for other people. You can always delete your own recurring schedules.

Navigate to the person's profile and click on the Financial tab. Then select the Schedules sub tab. You can alter the schedule by clicking the 3 dots on the front end of the row. The actions available depend on whether the schedule has already processed a transaction.

  • Delete - the schedule has not run yet so you can completely remove it from the system.

  • Cancel - the schedule has run at least once. You can no longer delete it, but you can cancel it so that it will no longer charge.

  • Edit - allows you to enter or adjust the end date of the recurrence. A date in the past will effectively cancel any new payments from processing.

    A recurring schedule's menu with Delete, Cancel and Edit

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